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Referral Emails via Klaviyo
You can use Klaviyo together with Rise.ai’s Referral Program to automatically send tailored emails to both the referred Customer and the referrer, as soon as they are rewarded.
We recommend building a dedicated Klaviyo Flow just for the referral reward emails; however, you can also combine the relevant trigger splits within your general 'Store Credit Issued' flow within Klaviyo (if you already have it set up for other workflow rewards).
Setting Up The Klaviyo Flows
Once you’ve created a new flow, begin by selecting the flow trigger in Klaviyo.
In your Klaviyo dashboard, go to Flows → Build Your Own → enter a name for your flow → choose the metric → select Rise.ai → select Store Credit Issued.
You will then see a list of available Rise.ai events. Select Store Credit Issued.
Create different paths for referrer vs. referred customers
To send different emails to the referrer and the referred customer, create two separate paths in the flow based on the Credit Source.
For the referred customer reward:
Drag a Trigger Split block into the relevant place in the flow.
Click the Trigger Split block to configure it.
Set the condition as follows:
Credit Source → equals → REFERRAL_REFERRED_CUSTOMERClick Save.
Under this path, add the email you want to send to the referred customer once the store credit is issued.
For the referrer reward:
Drag another Trigger Split block into the relevant place in the flow.
Click the Trigger Split block to configure it.
Set the condition as follows:
Credit Source → equals → REFERRAL_REFERRERClick Save.
Under this path, add the email you want to send to the referrer once they are rewarded after a successful referral.
With these two paths in place, Klaviyo will automatically send different referral reward emails depending on whether the referrer or the referred Customer received the store credit.
Customizing The Referral Email For Each Path
Once you have created the different paths in your Klaviyo Flow (for the referrer and the referred customer), the next step is to customize the email template and insert the relevant Rise.ai event and profile properties.
Follow the steps below to configure the dynamic content in your emails:
1. Disable "Skip Recently Emailed Profiles"
After adding an Email step to your path, open the email settings.
Before continuing, make sure to disable the Smart Sending option:
Open the email inside your Flow.
Scroll to the Settings section.
Uncheck the option Skip recently emailed profiles.
This step is important because Smart Sending may prevent the referral reward email from being sent if the customer recently received another email.
2. Select an Email Template
Next, choose the template that will be used for your referral email.
In the Email details panel, locate the Template section.
Click Select template.
Choose an existing template or create a new one.
Design and customize the email according to your brand (text, images, layout, etc.).
Once your design is complete, you can start inserting the dynamic data that will personalize the email.
3. Open the Email Template Editor
After selecting and designing your template, you can begin adding dynamic properties to the email.
In your Flow, click the relevant email in the path (for example, the Referrer Reward Email).
In the Email details panel, locate the Template section.
Click Edit to open the email template editor.
Click Preview & Test in the top right corner of the editor.
On the right side of the screen, you will see a panel containing the available data you can use in the email, including:
Event properties - information related to the Rise.ai event (for example the reward amount or expiration date).
Profile properties - information related to the customer (for example wallet balance, wallet code, or referral link).
To use one of these properties in your email:
Find the property in the right-side panel.
Click the property name.
Klaviyo will automatically copy the variable.
Paste the copied variable directly into the email where you want the dynamic value to appear.
Referral Email Templates For Example
Our recommendation would be that both referral emails (to the referred person and the referrer) will include the following components:
An intro text that provide context for the reward being issued as part of the referrals program
Details of the reward (amount, expiration date) and the customer's wallet (code, outstanding balance)
A call to action section - inviting the customer to enter your site and shop
In the referrer email, another section with a call-to-action - encouraging them to refer more friends
Referrer Email:
* If you add a 'Get My Referral Link' button as in the example, we'd recommend linking it to where the Referrer Widget is placed within your site.
Referred Person Email:
Referral Email Properties and events
Property / Event | Description | Variable |
Reward Amount | Referral reward amount issued to the customer | {{ event|lookup:'$value'|default:'' }} |
Expiration Date | Reward expiration date (formatted as YYYY-MM-DD) | {{ event.expiration_date|format_date_string|date:"Y-m-d"|default:'' }} |
Wallet Balance | Customer's current Rise wallet balance | {{ person|lookup:"rise_wallet_balance"|default:'' }} |
Wallet Code | Customer's Rise wallet code | {{ person|lookup:"rise_wallet_code"|default:'' }} |
* We recommend starting with these main properties, but you may also explore other Rise.ai or general event data to find the metrics that matter most to your business.
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